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Personalized, objective guidance focused on you

When you want to save for a more comfortable retirement, you need a team that's eager to work closely with you to define your current financial situation and create a strategy for the future. With a disciplined savings approach that's flexible enough to meet any changing needs, you can progress toward living the retirement you want. Workers Credit Union provides retirement planning services to greater Chelmsford, Westford, Acton, Groton, Townsend, Lunenburg, Lancaster, Leominster, Fitchburg, Orange, Lowell, Worcester, and Athol, MA, helping you and other members reach specific retirement goals.

Meet Our CSF* Team

A.J. Coletti, Workers' Retirement Planning & Investment Center Vice President Heather MacKenzie-Erickson, Workers' Retirement Planning & Investment Center Registered Financial Assistant Judi Aho, Retirement Planning & Investment Center Administrative Assistant

Ryan LeBlanc, Workers' Retirement Planning & Investment Center Registered RepresentativeLen Cannon, Workers' Retirement Planning & Investment Center Financial AdvisorMark Fantasia, Retirement Planning & Investment Center Financial Advisor

Disclaimer

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Workers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

More for your money

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